Miami Charitable Planning

At Perlin Estate Planning & Probate, we encourage charitable giving. In addition to the many personal and societal benefits of charitable giving, charitable gifts can also provide a financial benefit, including minimizing capital gains taxes, increasing current income, and even providing a lifetime stream of income. Charitable gifts can also provide an estate tax deduction, which is an important consideration when developing an estate plan.

Making the Most of Your Charitable Giving

We help clients make charitable gifts in the most tax-efficient manner possible, using several different planning strategies.

  • A charitable remainder trust or a charitable gift annuity can provide an immediate income tax deduction, a lifetime stream of income, and a waiver of capital gains taxes owed on contributed property.
  • A charitable lead trust can create an income stream to a charity for a term of years, and the remainder of the trust assets pass to beneficiaries without any estate or gift tax consequences.
  • A private foundation offers control over gifts by placing restrictions on how the gifts are ultimately used by charities.
  • A donor advised fund allows an income tax savings on regular monthly or weekly contributions to churches or charities.

This has been a very general overview of a very complex subject matter; if you are interested in supporting charitable organizations in a tax-efficient manner, please contact me to explore your options.

Perlin Estate Planning & Probate assists clients with Estate Planning, Probate, Trust Administration, Elder Law, Long-Term Care Planning, Medicaid Planning, Veterans Benefits, Charitable Planning, Special Needs Planning, Estate Tax Planning, Business Succession Planning and Asset Protection in Miami, Coral Gables, Pinecrest, Miami Beach and the surrounding areas.

ElderCounsel Logo logo-EC
The Florida Bar Certified Logo logo-FBC
AVVO 10 Rating avvoraiting

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

AV® Preeminent™ and BV® Distinguished™ are certification marks of Reed Elsevier Properties Inc., used in accordance with the Martindale-Hubbell certification procedures, standards and policies.